Workflow fires when changing account on opportunity

Question

Can anyone explain why changing the account on an opportunity would cause the following rule to fire on an opp that was already marked as closed-won?

Rule Criteria: AND(IsClosed = TRUE, IsWon = TRUE)

Evaluation Criteria: Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria

Seems pretty simple to me - fires once when opp is closed, and then, silence.

Except that it keeps firing, for things like changing the opp stage from a closed-won stage to another closed-won stage, or changing the account on the opp.

Any ideas? I have yet to dive into the debug logs, but see that in my future.

Vimal Desai · Accepted Answer

Hello,

I found an article which might be helpful to you to map to this unique scenario. It seems reparenting your opportunity to another account fires the workflow rule again even if the criteria was same previously.

Link : https://help.salesforce.com/HTViewSolution?id=000006235

However, I would still advise you to log a case with Salesforce to confirm if this is the issue or there is something more to it.

Vimal Desai · Answer

I would also play safe by including PRIORVALUE or ISCHANGED functions in the criteria so that the workflow rules will fire only when the Opp stage is changed from Closed Won to something else.

Workflow fires when changing account on opportunity

Data Management

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